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TSE:VET

Vermilion Energy Inc (VET.TO)

17.36
-0.27 (1.53%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
585 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Vermilion Energy Inc. (VET-T) has garnered mixed reviews from experts, highlighting its diverse geographical exposure which includes assets in Europe, Australia, and Canada. While some analysts express concerns over the lack of focus and the company's extensive international footprint, others point out that recent management efforts to streamline operations and concentrate on Canadian assets are promising. The company is noted for having significant natural gas production, particularly in Europe, which is expected to benefit from rising demand amidst energy supply challenges. Despite being perceived as undervalued and having improved performance metrics, some experts caution about inherent volatility and urge vigilance regarding geopolitical impacts on gas prices. Overall, while there's optimism about future growth, particularly in natural gas, doubts about the company’s strategic execution and catalysts persist.

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Consensus
Mixed
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

VET holds oil and gas production in North America, Europe and Australia.  Much of its production is based off Brent oil pricing.  JP Morgan just upgraded them to overweight.  Quarterly cash flow has increased to allow a sizable reduction in debt and shares to be bought back.  We like the ROE of 48%.  We recommend placing a stop-loss at $13, looking to achieve $30 -- upside potential over 60%.  Yield 1.5%  

(Analysts’ price target is $29.73)
DON'T BUY

One of the most international oil names in Canada. Is vulnerable to crude oil prices moves, so it has pulled back lately. She only lightly invests in this area and isn't buying energy producers. Oil is too hard to forecast.

DON'T BUY

Big volatility out there. Hard to figure out. He's looking for consistency and stability, and that's hard. The money's really moving. He's staying away.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

We think VET is OK, with many of the expected problems at least partially priced in now. 
We would like TOU better, as well as WCP, TVE and SU/CNQ. 
NNRG is an easy choice for investors looking for an active managed, more aggressive fund. It is hard to compare the fund with single companies, however.  Unlock Premium - Try 5i Free

HOLD
Volatility in energy sector tough for retirement investments Recent pullback of shares a good time to invest in. Sees opportunity in natural gas production. Is a good company depending on risk appetite.
COMMENT
Had taken a position but has sold it. It is a bet on natural gas and we are near the peak of natural gas prices. 32% free cash flow yield. Attractive stock but not enough.
BUY
Very well run. Recent acquisition gives them more complete ownership of that field. Benefited from exposure to Europe, though talk of excess profits tax has hurt a bit. Pretty good buy at these levels.
HOLD
Very beneficial exposure to European gas prices. Trading at 70% free cash flow yield. If conflict in Europe eases, will reduce gas prices. European tax on energy profits a major concern. Inventory depth a concern as well. Other names in energy sector that have better upside.
TRADE
It has good numbers. Oil and gas prices will determine the eventual stock price. Owns CNQ because much larger.
BUY
Entire energy sector is very attractive right now(high cash flow, paying down debt etc.) Company is interesting with European exposure. A good company to own if looking to hold energy in portfolio(high free cash flow).
BUY
Has really benefited from natural gas situation in Europe, and he'd continue to recommend it. There will be fresh upward pressure on gas prices going into the winter. The States has an easier time shipping LNG to Europe and, hopefully, Canada will get its act together to benefit as well.
BUY
Very good company that is trading at cheap price. Trading at ~1x cash flow per share. Very well exposed to European gas prices. Share price be not be as cheap as it appears given European gas prices may fall drastically.
BUY ON WEAKNESS
Company benefiting from strong European energy prices. Not confident in inventory depth in relation to other energy companies. Will focus on other names that offer more opportunity (even though shares are cheap).
BUY ON WEAKNESS
European gas prices presenting large opportunity. 2023 will be trading at ~1.5 cash flow and 44% cash flow yield. Very short reserve life compared to other companies. Better opportunities available for energy investors.
COMMENT
Big run because of rise in European nat gas prices, and this price action may be less sustainable. Well run.
Showing 46 to 60 of 607 entries